Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Robert Schulten is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Warren has been in the financial services industry since 1966 and has held licenses and registrations with several firms including E. F. Hutton & Company Inc, Lehman Brothers Inc, Citigroup Global Markets Inc, WELLS FARGO CLEARING SERVICES, LLC and now Wells Fargo Advisors Financial Network, LLC. Warren is registered to offer investment advisory services in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
02/06/2009 - 10/17/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
07/31/1993 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/16/1966 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 02/14/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Warren Schulten is the right advisor for you? Invested Better is here to help.
